The Gel Group, Inc. 401(K) Plan — Form 5500 plan (The Gel Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Gel Group, Inc. 401(K) Plan is a benefit plan reported by The Gel Group, Inc. under EIN 57-0713831 and plan number 001. The latest loaded filing year is 2023. The filing reports 429 participants and $36,348,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Gel Group, Inc.
- EIN
- 57-0713831
- Plan number
- 001
- Plan type
- 3
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $36,348,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20240927133832NAL0001290963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,348,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,348,742
- Net assets (BOY)
- $31,084,844
Income & contributions
- Employer contributions
- $615,788
- Participant contributions
- $2,481,586
- Total contributions
- $3,128,980
- Total income / additions
- $7,799,531
Expenses & distributions
- Benefits paid
- $2,439,654
- Administrative expenses
- $95,979
- Total expenses
- $2,535,633
- Net increase / (decrease)
- $5,263,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,278 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISORY | $23,991 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | CONTRACT ADMINISTRATOR | $12,717 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Gel Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation